Shash and Rick, you guys have hit the nail on the head.  

Wasn't it the London special investor event that was somehow leaked?

Kind of similar, but certainly not in the most key aspect:  London was full of BS without even circumstantial evidence backing up some of the claims.  The recent presentation was very professionally given by Suresh, with much evidence to back up what he said.  I thought Mika did well, but not great, my sole reservation being, as I've posted before, a bit too much emphasis on the "we don't need you" proclamations to short sellers that then come looking for a cheap offering to cover.  That portion of his presentation was a bit too "PC" for me.